YC's 2026 wishlist is 80% AI — visionary or groupthink?

YC released the 10 startup ideas they want to fund in 2026. I categorized them into three groups:

AI Tools & Platforms (building AI-native software)

• Cursor for Product Managers

• AI-Native Agencies

• Large Spatial Models

• Make LLMs Easy to Train

AI Applied to Regulated Sectors (AI solving problems in high-friction industries)

• AI-Native Hedge Funds

• AI for Government

• Infra for Government Fraud Hunters

• AI Guidance for Physical Work

Deep Industry & Financial Infrastructure (not AI-first — physical or financial rails)

• Stablecoin Financial Services

• Modern Metal Mills

8 out of 10 are AI-first. Only 2 out of 10 don't have AI at the core.

Is this the right bet — or is the smartest accelerator in the world falling for the same hype cycle it's supposed to be above?

Which group has the biggest opportunity? Which one ages the worst? And what's completely missing from this list?